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Here's Why CRRC (SHSE:601766) Has Caught The Eye Of Investors

Here's Why CRRC (SHSE:601766) Has Caught The Eye Of Investors

这就是为什么中国中车(SHSE:601766)引起投资者关注的原因
Simply Wall St ·  2024/11/29 08:09

It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story even if these companies are loss-making. Unfortunately, these high risk investments often have little probability of ever paying off, and many investors pay a price to learn their lesson. A loss-making company is yet to prove itself with profit, and eventually the inflow of external capital may dry up.

很多投资者,特别是那些经验不足的投资者,常常会购买一些有好故事的公司的股票,即使这些公司处于亏损状态。不幸的是,这些高风险投资往往几乎没有支付的可能性,许多投资者在学习教训的同时付出了代价。亏损的公司需证明自己能否盈利,外部资本的流入最终可能会枯竭。

If this kind of company isn't your style, you like companies that generate revenue, and even earn profits, then you may well be interested in CRRC (SHSE:601766). Even if this company is fairly valued by the market, investors would agree that generating consistent profits will continue to provide CRRC with the means to add long-term value to shareholders.

如果这种公司不符合您的风格,您喜欢能够产生营业收入甚至盈利的公司,那么您可能对中国中车(SHSE:601766)感兴趣。即使市场认为这家公司的估值相对合理,投资者也会同意,持续产生利润将继续为中国中车提供增值股东的手段。

How Fast Is CRRC Growing?

中国中车增长速度有多快?

If you believe that markets are even vaguely efficient, then over the long term you'd expect a company's share price to follow its earnings per share (EPS) outcomes. That makes EPS growth an attractive quality for any company. We can see that in the last three years CRRC grew its EPS by 5.0% per year. This may not be setting the world alight, but it does show that EPS is on the upwards trend.

如果您相信市场即使略具效率,那么从长远来看,您会期望公司的股价跟随其每股收益(EPS)的增长走势。这使EPS增长成为任何公司吸引人的特质。我们可以看到,在过去三年里,中国中车的EPS每年增长了5.0%。也许这并没有引起轰动,但它确实显示EPS呈上升趋势。

Top-line growth is a great indicator that growth is sustainable, and combined with a high earnings before interest and taxation (EBIT) margin, it's a great way for a company to maintain a competitive advantage in the market. CRRC maintained stable EBIT margins over the last year, all while growing revenue 5.8% to CN¥244b. That's a real positive.

公司营业收入的增长是可持续增长的一个很好指标,再加上高的利润前利息和税项(EBIT)利润率,这是公司在市场上保持竞争优势的绝佳方式。中国中车在过去一年中保持稳定的EBIT利润率,同时营业收入增长了5.8%,达到2440亿元人民币。这是一个真正的正面信号。

In the chart below, you can see how the company has grown earnings and revenue, over time. To see the actual numbers, click on the chart.

在下面的图表中,您可以看到公司的盈利和营业收入随时间的增长情况。要查看实际数字,请单击图表。

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SHSE:601766 Earnings and Revenue History November 29th 2024
SHSE:601766盈利和营业收入历史 2024年11月29日

You don't drive with your eyes on the rear-view mirror, so you might be more interested in this free report showing analyst forecasts for CRRC's future profits.

你开车时不会一直盯着后视镜,所以你可能更感兴趣查看这份免费报告,显示分析师对中国中车未来利润的预测。

Are CRRC Insiders Aligned With All Shareholders?

中国中车内部人是否与所有股东保持一致?

It's a good habit to check into a company's remuneration policies to ensure that the CEO and management team aren't putting their own interests before that of the shareholder with excessive salary packages. The median total compensation for CEOs of companies similar in size to CRRC, with market caps over CN¥58b, is around CN¥2.8m.

查看公司的薪酬政策是一个好习惯,可以确保CEO和管理团队没有将自己的利益置于股东之前,采取过多的薪酬方案。与中国中车规模相似、市值超过580亿元人民币的公司的CEO的中位数总补偿约为280万元人民币。

The CRRC CEO received total compensation of just CN¥947k in the year to December 2023. First impressions seem to indicate a compensation policy that is favourable to shareholders. CEO compensation is hardly the most important aspect of a company to consider, but when it's reasonable, that gives a little more confidence that leadership are looking out for shareholder interests. It can also be a sign of good governance, more generally.

中国中车的CEO在2023年12月的一年中获得的总补偿仅为94.7万元人民币。第一印象似乎表明了一个有利于股东的补偿政策。CEO的薪酬并不是考虑公司最重要的方面,但当它是合理的时候,这更让人对领导层关注股东利益有信心。这也可能是良好治理的一个标志。

Should You Add CRRC To Your Watchlist?

你应该将中国中车加入你的自选股吗?

One positive for CRRC is that it is growing EPS. That's nice to see. To add to this, the modest CEO compensation should tell investors that the directors have an active interest in delivering the best for shareholders. All things considered, CRRC is definitely worth taking a deeper dive into. We should say that we've discovered 1 warning sign for CRRC that you should be aware of before investing here.

中国中车的一个积极因素是它的每股收益正在增长。看到这一点真是令人高兴。此外,适度的首席执行官薪酬应告诉投资者,董事会对为股东提供最佳收益有着积极兴趣。综合考虑,中国中车绝对值得深入挖掘。我们应该说,在这里投资之前,我们已经发现了1个中国中车的警告信号,你在投资前应该注意。

While opting for stocks without growing earnings and absent insider buying can yield results, for investors valuing these key metrics, here is a carefully selected list of companies in CN with promising growth potential and insider confidence.

虽然不选取增长收益和缺少内部人买入的股票可能会产生效果,但是对于重视这些关键指标的投资者,这里是一份精心挑选的具有巨大增长潜力和内部人信心的CN公司列表。

Please note the insider transactions discussed in this article refer to reportable transactions in the relevant jurisdiction.

请注意,本文讨论的内部交易是指在相关司法管辖区中报告的交易。

Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team (at) simplywallst.com.
This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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Simply Wall St的这篇文章是一般性质的。我们仅基于历史数据和分析师预测提供评论,使用公正的方法,我们的文章并非意在提供财务建议。这并不构成买入或卖出任何股票的建议,并且不考虑您的目标或财务状况。我们旨在为您带来基于基础数据驱动的长期聚焦分析。请注意,我们的分析可能未考虑最新的价格敏感公司公告或定性材料。Simply Wall St对提及的任何股票都没有持仓。

声明:本内容仅用作提供资讯及教育之目的,不构成对任何特定投资或投资策略的推荐或认可。 更多信息
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